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Principal Street Partners’s O'Reilly Automotive ORLY Stock Holding History

Principal Street Partners’s Portfolio ORLY Stock Details ORLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$785K Sell
8,526
-98
-1% -$8.94K 0.12% 111
2026
Q1 		$796K Buy
8,624
+707
+9% +$66.3K 0.13% 95
2025
Q4 		$722K Sell
7,917
-134
-2% -$13.1K 0.12% 105
2025
Q3 		$868K Sell
8,051
-2,764
-26% -$278K 0.14% 90
2025
Q2 		$975K Buy
10,815
+1,815
+20% +$165K 0.1% 129
2025
Q1 		$860K Sell
9,000
-375
-4% -$32.6K 0.16% 81
2024
Q4 		$741K Hold
9,375
– – 0.15% 97
2024
Q3 		$712K Sell
9,375
-465
-5% -$34.2K 0.12% 106
2024
Q2 		$693K Sell
9,840
-1,050
-10% -$72.6K 0.12% 96
2024
Q1 		$811K Buy
10,890
+1,050
+11% +$73.4K 0.15% 83
2023
Q4 		$623K Sell
9,840
-390
-4% -$24.6K 0.15% 96
2023
Q3 		$620K Sell
10,230
-840
-8% -$52.7K 0.12% 120
2023
Q2 		$705K Buy
11,070
+30
+0.3% +$1.83K 0.17% 88
2023
Q1 		$625K Sell
11,040
-2,100
-16% -$115K 0.16% 96
2022
Q4 		$739K Sell
13,140
-855
-6% -$46K 0.19% 87
2022
Q3 		$657K Buy
+13,995
New +$653K 0.18% 101
2021
Q3 		– Sell
-7,215
Closed -$272K – 194
2021
Q2 		$272K Sell
7,215
-15,480
-68% -$555K 0.07% 180
2021
Q1 		$768K Buy
22,695
+6,825
+43% +$211K 0.1% 134
2020
Q4 		$479K Buy
15,870
+1,980
+14% +$59.8K 0.15% 110
2020
Q3 		$427K Hold
13,890
– – 0.15% 98
2020
Q2 		$390K Sell
13,890
-780
-5% -$20.4K 0.15% 93
2020
Q1 		$295K Buy
14,670
+1,980
+16% +$50.6K 0.12% 116
2019
Q4 		$371K Sell
12,690
-2,295
-15% -$65.7K 0.08% 149
2019
Q3 		$395K Sell
14,985
-4,230
-22% -$109K 0.1% 137
2019
Q2 		$473K Buy
+19,215
New +$487K 0.26% 101

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Principal Street Partners's ORLY Position: Q2 2026 in Review

Principal Street Partners reduced its O'Reilly Automotive (ORLY) stake by 1.1% in Q2 2026, selling an estimated $8.94K and leaving 8,526 shares worth $785K. The position accounts for 0.12% of the portfolio, ranked #111.

Principal Street Partners first reported a position in ORLY in Q2 2019 and has held it in 25 quarters since. The position peaked at $975K in Q2 2025. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Principal Street Partners held 8,526 shares of O'Reilly Automotive worth $785K as of Q2 2026.
  • Principal Street Partners sold 98 O'Reilly Automotive shares in Q2 2026, an estimated $8.94K.
  • O'Reilly Automotive made up 0.12% of Principal Street Partners's portfolio in Q2 2026, its #111 holding.
  • Principal Street Partners first reported a position in O'Reilly Automotive in Q2 2019 and has held it in 25 quarters since.
  • Principal Street Partners's O'Reilly Automotive position peaked at $975K in Q2 2025.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.